Osaic Wealth
47yrs
Top advisor by experience in Worcester
8yrs
Jonathan Olson
Financial advisor at Merrill
Based in Worcester, Massachusetts, Jonathan Olson is a fiduciary financial advisor with 8 years of industry experience. Jonathan joined Merrill in 2022, after less than a year at Citizens Securities and two years at Edward Jones. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office100 Front St, Worcester, MA 01608
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMerrillCurrent firm
- Sep 2021 – Mar 2022Citizens Securities, Inc.Previously
- 2018 – 2021Edward JonesPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Merrill at (800) 637-7455 and ask for Jonathan Olson. Jonathan works from the Worcester, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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